Real estate
- Real estate
This portfolio is focused on investments in real estate-related equities, including REITs, real estate technology firms, and hospitality-based companies. It includes holdings in data center and communications infrastructure REITs such as **Equinix (EQIX)** and **American Tower (AMT)**, traditional real estate investment trusts like **Realty Income Corporation (O)** and **Invitation Homes (INVH)**, as well as companies with indirect real estate exposure like **Las Vegas Sands (LVS)** and **Zillow Group (Z)**. The goal of this portfolio is to achieve a balance between income generation through dividends and capital appreciation by investing in a diverse mix of real estate sectors. 
- Real estate
- #1 / 2
Performance
Growth of $1,000 · 1 year
$835.95-$164.05 (-16.41%)
S&P 500: 1,159.86
| Date | Portfolio | S&P 500 |
|---|---|---|
| Sep 24, 2025 | $1,000.00 | Not available |
| Sep 24, 2025 | $1,000.00 | $1,000.00 |
| Sep 25, 2025 | $985.92 | $997.42 |
| Sep 26, 2025 | $986.09 | $1,001.23 |
| Sep 29, 2025 | $1,004.32 | $1,004.50 |
| Sep 30, 2025 | $1,000.61 | $1,003.52 |
| Oct 1, 2025 | $989.10 | $1,009.44 |
| Oct 2, 2025 | $978.31 | $1,012.26 |
| Oct 3, 2025 | $986.70 | $1,012.82 |
| Oct 6, 2025 | $970.47 | $1,014.87 |
| Oct 7, 2025 | $967.01 | $1,017.67 |
| Oct 8, 2025 | $960.71 | $1,016.86 |
| Oct 9, 2025 | $967.42 | $1,017.27 |
| Oct 10, 2025 | $957.21 | $997.40 |
| Oct 13, 2025 | $933.90 | $1,003.23 |
| Oct 14, 2025 | $929.68 | $1,003.96 |
| Oct 15, 2025 | $958.65 | $1,012.55 |
| Oct 16, 2025 | $968.44 | $997.84 |
| Oct 17, 2025 | $961.57 | $997.06 |
| Oct 20, 2025 | $974.60 | $1,015.98 |
| Oct 21, 2025 | $971.52 | $1,014.90 |
| Oct 22, 2025 | $985.40 | $1,013.37 |
| Oct 23, 2025 | $1,000.40 | $1,013.42 |
| Oct 24, 2025 | $1,021.99 | $1,026.40 |
| Oct 27, 2025 | $1,024.07 | $1,037.08 |
| Oct 28, 2025 | $1,017.28 | $1,038.39 |
| Oct 29, 2025 | $1,000.77 | $1,042.50 |
| Oct 30, 2025 | $989.30 | $1,033.52 |
| Oct 31, 2025 | $994.62 | $1,035.46 |
| Nov 3, 2025 | $1,016.21 | $1,034.20 |
| Nov 4, 2025 | $1,005.73 | $1,025.56 |
| Nov 5, 2025 | $1,006.46 | $1,024.95 |
| Nov 6, 2025 | $1,006.44 | $1,016.17 |
| Nov 7, 2025 | $1,000.14 | $1,003.35 |
| Nov 10, 2025 | $1,021.49 | $1,031.33 |
| Nov 11, 2025 | $1,025.11 | $1,028.20 |
| Nov 12, 2025 | $1,025.31 | $1,034.26 |
| Nov 13, 2025 | $1,018.32 | $1,026.80 |
| Nov 14, 2025 | $994.44 | $1,017.84 |
| Nov 17, 2025 | $988.84 | $1,007.46 |
| Nov 18, 2025 | $982.35 | $997.45 |
| Nov 19, 2025 | $982.35 | $1,002.86 |
| Nov 20, 2025 | $988.91 | $1,021.75 |
| Nov 21, 2025 | $976.44 | $1,000.00 |
| Nov 24, 2025 | $999.18 | $1,012.09 |
| Nov 25, 2025 | $1,002.63 | $1,013.19 |
| Nov 26, 2025 | $1,012.38 | $1,030.88 |
| Nov 28, 2025 | $1,018.75 | $1,034.28 |
| Dec 1, 2025 | $1,013.26 | $1,029.55 |
| Dec 2, 2025 | $1,010.06 | $1,031.46 |
| Dec 3, 2025 | $1,011.00 | $1,035.10 |
| Dec 4, 2025 | $1,010.30 | $1,033.42 |
| Dec 5, 2025 | $1,003.47 | $1,038.17 |
| Dec 8, 2025 | $997.55 | $1,034.64 |
| Dec 9, 2025 | $997.59 | $1,033.75 |
| Dec 10, 2025 | $1,001.27 | $1,034.96 |
| Dec 11, 2025 | $1,007.59 | $1,033.21 |
| Dec 12, 2025 | $1,010.09 | $1,031.81 |
| Dec 15, 2025 | $991.90 | $1,030.25 |
| Dec 16, 2025 | $992.64 | $1,027.28 |
| Dec 17, 2025 | $997.79 | $1,017.91 |
| Dec 18, 2025 | $993.72 | $1,023.80 |
| Dec 19, 2025 | $982.54 | $1,028.11 |
| Dec 22, 2025 | $990.21 | $1,036.46 |
| Dec 23, 2025 | $987.53 | $1,038.92 |
| Dec 24, 2025 | $985.00 | $1,044.86 |
| Dec 26, 2025 | $994.64 | $1,044.75 |
| Dec 29, 2025 | $994.71 | $1,041.03 |
| Dec 30, 2025 | $992.23 | $1,039.76 |
| Dec 31, 2025 | $990.89 | $1,032.05 |
| Jan 2, 2026 | $981.49 | $1,033.94 |
| Jan 5, 2026 | $982.02 | $1,040.83 |
| Jan 6, 2026 | $981.64 | $1,043.04 |
| Jan 7, 2026 | $988.20 | $1,048.83 |
| Jan 8, 2026 | $969.20 | $1,042.66 |
| Jan 9, 2026 | $993.02 | $1,046.51 |
| Jan 12, 2026 | $973.06 | $1,052.09 |
| Jan 13, 2026 | $973.88 | $1,051.72 |
| Jan 14, 2026 | $983.40 | $1,039.55 |
| Jan 15, 2026 | $980.94 | $1,047.67 |
| Jan 16, 2026 | $983.11 | $1,046.79 |
| Jan 20, 2026 | $969.80 | $1,025.48 |
| Jan 21, 2026 | $971.96 | $1,029.17 |
| Jan 22, 2026 | $976.96 | $1,042.81 |
| Jan 23, 2026 | $983.25 | $1,043.68 |
| Jan 26, 2026 | $992.37 | $1,048.41 |
| Jan 27, 2026 | $992.74 | $1,053.05 |
| Jan 28, 2026 | $988.52 | $1,052.90 |
| Jan 29, 2026 | $959.90 | $1,045.89 |
| Jan 30, 2026 | $948.97 | $1,047.26 |
| Feb 2, 2026 | $948.16 | $1,052.47 |
| Feb 3, 2026 | $946.94 | $1,043.57 |
| Feb 4, 2026 | $945.86 | $1,033.26 |
| Feb 5, 2026 | $938.19 | $1,024.20 |
| Feb 6, 2026 | $936.05 | $1,040.57 |
| Feb 9, 2026 | $947.70 | $1,050.26 |
| Feb 10, 2026 | $948.60 | $1,047.49 |
| Feb 11, 2026 | $936.26 | $1,045.68 |
| Feb 12, 2026 | $954.40 | $1,037.56 |
| Feb 13, 2026 | $946.47 | $1,036.50 |
| Feb 17, 2026 | $951.73 | $1,033.46 |
| Feb 18, 2026 | $947.81 | $1,038.67 |
| Feb 19, 2026 | $941.01 | $1,035.93 |
| Feb 20, 2026 | $943.00 | $1,042.92 |
| Feb 23, 2026 | $933.22 | $1,032.76 |
| Feb 24, 2026 | $935.03 | $1,040.53 |
| Feb 25, 2026 | $942.64 | $1,049.09 |
| Feb 26, 2026 | $951.51 | $1,043.22 |
| Feb 27, 2026 | $956.65 | $1,038.21 |
| Mar 2, 2026 | $949.95 | $1,038.80 |
| Mar 3, 2026 | $952.86 | $1,029.65 |
| Mar 4, 2026 | $956.53 | $1,036.91 |
| Mar 5, 2026 | $946.70 | $1,031.13 |
| Mar 6, 2026 | $933.57 | $1,017.61 |
| Mar 9, 2026 | $933.45 | $1,026.53 |
| Mar 10, 2026 | $932.95 | $1,024.88 |
| Mar 11, 2026 | $939.47 | $1,023.59 |
| Mar 12, 2026 | $922.93 | $1,008.05 |
| Mar 13, 2026 | $926.04 | $1,002.34 |
| Mar 16, 2026 | $929.99 | $1,012.54 |
| Mar 17, 2026 | $938.47 | $1,015.21 |
| Mar 18, 2026 | $935.72 | $1,001.04 |
| Mar 19, 2026 | $933.30 | $998.57 |
| Mar 20, 2026 | $912.74 | $981.58 |
| Mar 23, 2026 | $923.25 | $991.88 |
| Mar 24, 2026 | $927.83 | $988.56 |
| Mar 25, 2026 | $918.26 | $994.06 |
| Mar 26, 2026 | $906.61 | $976.31 |
| Mar 27, 2026 | $898.48 | $959.66 |
| Mar 30, 2026 | $902.10 | $956.46 |
| Mar 31, 2026 | $918.17 | $984.26 |
| Apr 1, 2026 | $922.86 | $991.67 |
| Apr 2, 2026 | $928.40 | $990.42 |
| Apr 6, 2026 | $935.08 | $997.26 |
| Apr 7, 2026 | $930.07 | $997.70 |
| Apr 8, 2026 | $939.42 | $1,022.01 |
| Apr 9, 2026 | $941.93 | $1,029.01 |
| Apr 10, 2026 | $936.52 | $1,028.33 |
| Apr 13, 2026 | $949.86 | $1,038.38 |
| Apr 14, 2026 | $957.36 | $1,051.03 |
| Apr 15, 2026 | $967.16 | $1,059.32 |
| Apr 16, 2026 | $977.28 | $1,060.97 |
| Apr 17, 2026 | $999.36 | $1,077.84 |
| Apr 20, 2026 | $1,004.82 | $1,072.61 |
| Apr 21, 2026 | $995.26 | $1,073.64 |
| Apr 22, 2026 | $991.63 | $1,072.36 |
| Apr 23, 2026 | $975.93 | $1,073.77 |
| Apr 24, 2026 | $977.90 | $1,078.82 |
| Apr 27, 2026 | $978.72 | $1,082.37 |
| Apr 28, 2026 | $977.44 | $1,076.63 |
| Apr 29, 2026 | $973.43 | $1,074.51 |
| Apr 30, 2026 | $984.43 | $1,077.39 |
| May 1, 2026 | $982.74 | $1,091.47 |
| May 4, 2026 | $969.96 | $1,086.67 |
| May 5, 2026 | $970.44 | $1,094.47 |
| May 6, 2026 | $981.43 | $1,107.18 |
| May 7, 2026 | $970.68 | $1,111.49 |
| May 8, 2026 | $961.34 | $1,114.79 |
| May 11, 2026 | $959.85 | $1,118.89 |
| May 12, 2026 | $952.58 | $1,113.45 |
| May 13, 2026 | $944.15 | $1,116.82 |
| May 14, 2026 | $939.54 | $1,132.36 |
| May 15, 2026 | $932.46 | $1,122.29 |
| May 18, 2026 | $933.07 | $1,117.91 |
| May 19, 2026 | $924.78 | $1,108.28 |
| May 20, 2026 | $933.78 | $1,116.96 |
| May 21, 2026 | $937.07 | $1,117.68 |
| May 22, 2026 | $936.66 | $1,130.87 |
| May 26, 2026 | $936.81 | $1,135.98 |
| May 27, 2026 | $940.23 | $1,135.40 |
| May 28, 2026 | $936.86 | $1,141.46 |
| May 29, 2026 | $932.04 | $1,147.05 |
| Jun 1, 2026 | $936.97 | $1,148.01 |
| Jun 2, 2026 | $935.10 | $1,146.38 |
| Jun 3, 2026 | $932.37 | $1,148.19 |
| Jun 4, 2026 | $938.86 | $1,137.82 |
| Jun 5, 2026 | $937.02 | $1,139.03 |
| Jun 8, 2026 | $928.29 | $1,118.77 |
| Jun 9, 2026 | $937.79 | $1,116.49 |
| Jun 10, 2026 | $925.31 | $1,109.42 |
| Jun 11, 2026 | $920.15 | $1,098.17 |
| Jun 12, 2026 | $924.57 | $1,117.37 |
| Jun 15, 2026 | $920.81 | $1,142.40 |
| Jun 16, 2026 | $928.35 | $1,135.59 |
| Jun 17, 2026 | $913.34 | $1,121.41 |
| Jun 18, 2026 | $915.78 | $1,130.15 |
| Jun 22, 2026 | $913.73 | $1,126.60 |
| Jun 23, 2026 | $919.19 | $1,110.24 |
| Jun 24, 2026 | $917.32 | $1,109.72 |
| Jun 25, 2026 | $908.57 | $1,108.73 |
| Jun 26, 2026 | $923.58 | $1,103.29 |
| Jun 29, 2026 | $920.20 | $1,121.47 |
| Jun 30, 2026 | $904.66 | $1,130.20 |
| Jul 1, 2026 | $902.30 | $1,128.67 |
| Jul 2, 2026 | $908.92 | $1,127.19 |
| Jul 6, 2026 | $901.11 | $1,137.02 |
| Jul 7, 2026 | $907.88 | $1,131.62 |
| Jul 8, 2026 | $900.38 | $1,128.13 |
| Jul 9, 2026 | $909.12 | $1,137.68 |
| Jul 10, 2026 | $911.71 | $1,142.58 |
| Jul 13, 2026 | $909.83 | $1,133.83 |
| Jul 14, 2026 | $899.67 | $1,137.86 |
| Jul 15, 2026 | $903.01 | $1,141.99 |
| Jul 16, 2026 | $912.18 | $1,136.18 |
| Jul 17, 2026 | $911.84 | $1,124.93 |
| Jul 20, 2026 | $908.47 | $1,123.12 |
| Jul 21, 2026 | $904.67 | $1,132.48 |
| Jul 22, 2026 | $900.98 | $1,131.47 |
| Jul 23, 2026 | $898.34 | $1,117.20 |
| Jul 24, 2026 | $919.93 | $1,118.33 |
| Jul 27, 2026 | $919.30 | $1,118.58 |
| Jul 28, 2026 | $925.89 | $1,121.25 |
| Jul 29, 2026 | $920.59 | $1,104.00 |
| Jul 30, 2026 | $930.85 | $1,122.55 |
| Jul 31, 2026 | $920.09 | $1,130.59 |
| Aug 3, 2026 | $923.30 | $1,146.70 |
| Aug 4, 2026 | $927.52 | $1,167.37 |
| Aug 5, 2026 | $927.20 | $1,165.04 |
| Aug 6, 2026 | $917.02 | $1,163.18 |
| Aug 7, 2026 | $913.88 | $1,170.29 |
| Aug 10, 2026 | $909.76 | $1,169.94 |
| Aug 11, 2026 | $908.60 | $1,166.20 |
| Aug 12, 2026 | $917.20 | $1,169.13 |
| Aug 13, 2026 | $930.81 | $1,177.28 |
| Aug 14, 2026 | $935.98 | $1,174.95 |
| Aug 17, 2026 | $924.70 | $1,169.40 |
| Aug 18, 2026 | $923.93 | $1,161.50 |
| Aug 19, 2026 | $937.96 | $1,163.93 |
| Aug 20, 2026 | $935.13 | $1,153.75 |
| Aug 21, 2026 | $932.92 | $1,158.88 |
| Aug 24, 2026 | $936.71 | $1,155.47 |
| Aug 25, 2026 | $937.73 | $1,159.17 |
| Aug 26, 2026 | $928.88 | $1,159.42 |
| Aug 27, 2026 | $917.99 | $1,167.02 |
| Aug 28, 2026 | $913.52 | $1,164.37 |
| Aug 31, 2026 | $905.67 | $1,160.89 |
| Sep 1, 2026 | $895.68 | $1,152.92 |
| Sep 2, 2026 | $898.86 | $1,158.03 |
| Sep 3, 2026 | $906.01 | $1,170.15 |
| Sep 4, 2026 | $900.22 | $1,165.64 |
| Sep 8, 2026 | $891.45 | $1,159.24 |
| Sep 9, 2026 | $886.40 | $1,153.85 |
| Sep 10, 2026 | $871.35 | $1,147.03 |
| Sep 11, 2026 | $879.93 | $1,156.82 |
| Sep 14, 2026 | $869.56 | $1,151.55 |
| Sep 15, 2026 | $864.21 | $1,146.27 |
| Sep 16, 2026 | $856.27 | $1,141.22 |
| Sep 17, 2026 | $853.57 | $1,154.16 |
| Sep 18, 2026 | $846.08 | $1,152.78 |
| Sep 21, 2026 | $860.49 | $1,170.65 |
| Sep 22, 2026 | $859.91 | $1,170.60 |
| Sep 23, 2026 | $841.26 | $1,162.04 |
| Sep 24, 2026 | $835.95 | $1,159.86 |
PortfolioS&P 500
- Time-weighted return
- -16.41%
- Modified Dietz return
- -16.41%
- Normalized wealth
- 835.95
- Holdings
- 5
Holdings
| Instrument | Weight | Quantity | Value | Unrealized P&L |
|---|---|---|---|---|
 EQIXEquinix, Inc. Common Stock REIT | +36.55% | 1.61 | $1,667.12 | $167.11 |
 LVSLas Vegas Sands Corp. | +19.02% | 22.45 | $867.77 | -$132.21 |
 ORealty Income Corporation | +17.11% | 14.05 | $780.40 | -$19.67 |
 INVHInvitation Homes Inc. Common Stock | +15.23% | 26.24 | $694.81 | -$205.19 |
 ZZillow Group, Inc. Class C Capital Stock | +12.08% | 19.58 | $551.07 | -$948.85 |
Version history
- Merged#79 Remove AMT@dev · Created Mar 11, 2025, 2:06 PMVerification: Unverified
- Merged#58 Increase AMT@dev · Created Mar 1, 2025, 2:34 AMVerification: Unverified
- Merged#56 Add more real estate holdings@dev · Created Feb 28, 2025, 4:15 PMDiversifying more into real estate stocks since we are too dependent on 2 right now. Verification: Unverified
- Merged#45 Dd test@dev · Created Feb 23, 2025, 3:41 AMVerification: Verified
- Merged#43 Dd@dev · Created Feb 23, 2025, 12:31 AMVerification: Verified
- Merged#4 Initial change@dev · Created Feb 17, 2025, 9:17 PMThis change is auto-generated on portfolio creation and details the initial positions.Verification: Unverified